Rekab Advice can provide you with the best weapon for taking control – choice.
No matter what you earn, one of the most stressful situations is not feeling in control of your finances. We work with our clients to improve their relationship with their money – we work to understand your lifestyle and costs and help simplify how you manage this so you can focus on living the life you desire. We offer this service to every client we see.
Our team are here to serve you. We work with a group of professionals to ensure we can deliver the following services listed below. Some of these services we will outsource such as estate planning and accounting to solicitors.
Rekab Advice possess the necessary experienced personnel and technology to provide you with a quality presentation, back up service, and ongoing review of all your Financial Planning needs.
In our aim for excellence, we seek the latest technology in financial planning which enables us to provide our clients with an overall financial planning capability from the most basic plan through to complex strategies including Gearing plans, Centrelink & Social Security planning, Taxation calculations, complex Investment & Diversification planning, DIY Superannuation Investment strategies, Redundancy & Retirement advice to cover your ‘overall’ financial situation.
We use the research technology platform provided through Lonsec to provide us with our monthly investment reporting.
We also keep up with daily investment news and communicate directly with our fund managers to ensure we are always on the front foot when it comes to the financial markets and decisions around portfolio construction.
Clients who work with us are updated and educated regularly on how the financial markets (both in Australia and Globally) affect our current economic climate and how this can play out in investment performances.